Client associate serp_jobs.h1.location_city

Description

Summary / Function

We are currently seeking an exceptional individual to join a dynamic and high-producing team in our Vancouver, WA office. This team-critical role requires outstanding attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, FA, branch and company information.

Experience and Skills

Primary Qualifications :

• Successful completion of the (SIE) Securities Industry Essentials and FINRA General Securities Representative (Series 7) Exam and Uniform Securities State Law Exam (Series 66 [or Series 63 / 65]) or the ability to obtain licensing is required.
• Significant knowledge of the securities industry, its operations and products to include stocks, bonds, margin accounts, options, mutual funds, annuities and insurance products.
• At least two years previous experience as a Registered Client Associate.
• Post-Secondary education preferred.
• Solid technology skills (Microsoft Word, Excel and Outlook). Experience with Thomson ONE, Envestnet, CRM, Money Guide Pro preferred.
• Excellent communication (written and verbal), problem solving and client service skills.
• Strong attention to detail and accuracy including the ability to perform semi-advanced math.
• Proven ability to manage multiple demands and competing priorities in a deadline-oriented environment.
• Ability to maintain regular, predictable attendance and to work overtime as needed.

Primary Duties :

What we offer :

Competitive salary plus excellent benefits and perks including, but not limited to :

The potential pay range for this role is $25.00 - $32.00 per hour. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. Hired applicants will be eligible for significant performance-based monthly bonus opportunities after successfully completing training.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.